Contract automation: generate, customise and route contracts in seconds
Sales and ops teams should not be customising the same engagement letter, NDA or MSA in Word for every deal. Paperless generates branded contracts from your CRM, deal data or a form submission - merge fields auto-filled, formatting locked, ready for e-signature.
Where contract workflows leak time
- Every deal triggers a Word doc rebuild from last quarter's template.
- Different reps use different versions; legal can't keep them in sync.
- Contract data has to be re-entered into CRM after signing.
- MSA + SoW + appendices are assembled by copy-paste.
- International deals mean redoing the whole thing in another language.
What we automate
- One template per contract type, controlled by legal.
- Auto-fill from CRM (HubSpot, Salesforce, Pipedrive) or deal data.
- Per-clause variants based on deal type, region or product.
- Output to PDF and pipe straight into Dropbox Sign / DocuSign / PandaDoc.
- Multilingual contract generation from a single source.
Every document automation we ship runs on Paperless - our in-house engine, also available as a standalone product. Build templates with AI assistance, generate branded PDFs from CSV or your REST API, and scale monthly output based on your plan. Free to start.
- AI template builder that turns sample documents into editable starting layouts
- Visual no-code template editor your team can edit without a developer
- REST API for on-demand generation from any system
- CSV batch generation within your plan's monthly document limit
- Free tier - no credit card required
Common questions
Can legal control which clauses appear?
+
Yes - templates support conditional clauses based on deal type, region, product or any data field. Legal owns the template; sales never edits the legal text.
Does it integrate with e-signature?
+
Yes - DocuSign, Dropbox Sign, PandaDoc and others. We typically build the full pipeline: CRM event → Paperless generation → signing → CRM update.
Can different contract types share a base template?
+
Yes - Paperless supports template inheritance and shared blocks, so common boilerplate (jurisdiction, definitions, signatures) lives in one place.
Will the generated PDFs match our brand exactly?
+
Yes - templates are pixel-accurate with your fonts, colours and logo. Designers verify them once; outputs always match.
Related automation services
Professional services
Document, billing and client-onboarding automation for accountants, law firms, agencies and consultancies. Free up billable hours and stop drowning in admin.
Learn moreCRM integration
Two-way CRM integrations with HubSpot, Pipedrive, Salesforce and Microsoft Dynamics. Automated lead routing, scoring, follow-ups and clean data - shipped in weeks, not quarters.
Learn moreDocument automation
Automate generation of contracts, certificates, reports, proposals and statements from your data - at scale. REST API, CSV batches and a no-code template editor.
Learn more